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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,532 | $202,463-65.7% | $169,397-59.0% | $139,487-50.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 19.88% | 532.64%-512.8pp | 406.23%-386.4pp | 373.84%-354.0pp |
| Employer contribution / active EE | $3,293 | $4,694-29.8% | $4,013-17.9% | $4,755-30.7% |
| Participant deferral / active EE | $17,333 | $6,941+149.7% | $6,223+178.5% | $6,713+158.2% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |